Legacy Investment and Management, Inc., the recognized leader in community association management, is considered the D.C. Metropolitan area's premier management firm. Ranked #1 according to Maryland Property Management Rankings (www.mdpmr.org), Legacy is currently the fastest growing and most sought after company in the industry. Legacy's staffs consist of only Nationally Certified Managing Agents; ensuring their clients well educated and knowledgeable representation. This firm also boasts some of the most technically savvy systems the industry has ever seen; further separating them from their competitors. All this is combined with extremely economical pricing making Legacy the ideal choice for small to medium communities as well as large-scale high end projects.

Legacy Investment & Management shows dedication to the industry and the people therein by hosting a weekly talk show "Community Concepts" (www.communityconceptsonline.com) which educates members of community associations nationally. As sponsors of Maryland's leading Homeowner Association Conference they have proved invaluable to any community in need of solid, reputable, and detail orientated management services.

Our Mission:

It is the mission of Legacy Investment and Management, Inc. to redefine the community association industry by providing comprehensive and unique services to our valued clientele. We believe the key to continued success and prosperity lies within our Business Integrity and Ethics.

Ultimately deals and relationships will only be pursued for their high quality, client satisfaction, and growth potential. We will never compromise our reputation as pro-active, conscientious, management professional in our pursuit of success.

Our Commitment to you:

Legacy Investment & Management is committed to providing personal, professional, and effective management of your community association. We are dedicated to maintaining property values for all of the homeowners who live in our communities. Legacy does this with superior communication, personal service, third party financial management, and efficient administrative tracking making you our top priority!

*Exclusive to Legacy Clients- The Association Benefits Program:
Programs for the individual homeowner
Request bid for more information.

• Licensed real estate agents
• Financial and investment planning
• Mortgage Loan origination, refinancing, & modifications
• Legal referral
• Contractor referral
• Cleaning and maid services
• Tutoring and educational needs
• Sports enrichment
• Congeries services
• Special event assistance
• Security Plan Development

Community Association Management

Administrative Services include but not limited to:

• Management Reports
• Virtual Board Meeting * Exclusive to Legacy clients
• 24 -Hour Emergency Service
• Contract Administration
• Insurance Administration
• Site Staff Hiring, Training and Supervision
• Enforcement of Community Rules and Regulations

Financial Services include but not limited to:

• Financial Reports
• Payroll Administration
• Payment of Association Obligations
• Collection of Association Assessments
• Delinquency Collections
• Preparation of Annual Budget
• Online Bill Pay

Facility Services include but not limited to:

• Site Based Engineering and Maintenance Staffing
• Energy Conservation and Purchasing
• Project Management
• Regular Contracted Property Inspections
• Structural and Mechanical Inspections
• Mobile Staff for Part Time Engineering and Maintenance Coverage

Consulting and Business Development

We offer the following services to produce optimum results:

• Budget preparation and supporting narratives
• Legal document and site plan review
• Service levels and amenities consultation
• Interim management (Association Set-up Program)
• Creation of Owners Manual and Books of Resolutions
• Resident Orientation and Transition Programs
• Board of Directors and Committee Training
• Staffing Studies and personnel Policies Manuals
• Operational Evaluations and Management Audits

Brokerage Services

General Brokerage

• Real Estate Listing and Sales
• Buyers Representation
• Market Analysis
• Make Ready Consultation
• Advertising and Multiple Listing of Property
• Contract Negotiation and Execution
• Successful Settlements